First Long Island Investors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), First Long Island Investors, LLC reported 65 stock positions worth $1.3 billion. Its top holding was Microsoft (MSFT) at 6.2% of the portfolio, followed by Amazon.com (AMZN, 5.0%) and Automatic Data Processing (ADP, 4.8%). Compared with Q1 2025, it opened 3 new positions, sold out of 3, added to 17 and reduced 35. The biggest buy was Broadcom (AVGO, shares +52%) and the biggest sale Unitedhealth (UNH, shares −49%).
- Most Recent 13F
- Q2 2026
- Location
- JERICHO, NY
- CIK
- 0001490429
- Portfolio Value
- $1.3B (Q2 2025)
- SEC Filing
- 0001490429-25-000004 ↗ filed Aug 12, 2025
Holdings Value
Holdings 65 stocks · $1.3B
| MSFT Microsoft Corp. | 6.24% | 159,863 | $79.5M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 4.99% | 289,848 | $63.6M | Add +0.4% |
| ADP Automatic Data Processing | 4.81% | 198,748 | $61.3M | Reduce -0.3% |
| NVDA Nvidia Corp. | 4.63% | 373,492 | $59.0M | Reduce -3.2% |
| ABT Abbott Laboratories | 4.54% | 425,620 | $57.9M | Reduce -0.3% |
| PH Parker Hannifin Corp. | 3.31% | 60,332 | $42.1M | Reduce -0.6% |
| MA Mastercard Inc. Class A | 3.03% | 68,587 | $38.5M | Add +0.7% |
| V Visa Inc. Class A | 2.84% | 101,748 | $36.1M | Add +0.1% |
| LOW Lowe's Cos Inc. | 2.74% | 157,362 | $34.9M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 2.73% | 47,057 | $34.7M | Add +0.3% |
| ZTS Zoetis Inc. | 2.71% | 220,971 | $34.5M | Add +28.7% |
| JPM JPMorgan Chase & Co. | 2.69% | 118,124 | $34.2M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 2.64% | 191,204 | $33.7M | Reduce -3.3% |
| AVGO Broadcom Inc. | 2.50% | 115,503 | $31.8M | Add +51.7% |
| PM Philip Morris International | 2.30% | 161,173 | $29.4M | Reduce -1.6% |
| QCOM Qualcomm Inc. | 2.30% | 183,977 | $29.3M | Reduce -1.4% |
| TSM Taiwan Semiconductor-SP ADR | 2.10% | 118,323 | $26.8M | Reduce -2.1% |
| APH Amphenol Corp. Class A | 1.96% | 252,841 | $25.0M | Add +0.8% |
| BX Blackstone Inc. | 1.93% | 164,061 | $24.5M | Add +0.2% |
| BLK BlackRock Finance Inc. | 1.79% | 21,772 | $22.8M | Reduce -1.6% |
| ABBV Abbvie Inc. | 1.74% | 119,496 | $22.2M | Reduce -1.1% |
| LLY Eli Lilly & Co. | 1.74% | 28,395 | $22.1M | Add +5.1% |
| ACN Accenture PLC Class A | 1.73% | 73,641 | $22.0M | Reduce -1.8% |
| WSM Williams-Sonoma Inc. | 1.70% | 132,263 | $21.6M | Reduce -1.5% |
| FAST Fastenal Co. | 1.67% | 506,419 | $21.3M | Reduce -1.5% |
| AMGN Amgen Inc. | 1.56% | 70,955 | $19.8M | Reduce -1.3% |
| CNI Canadian Natl Railway Co. | 1.53% | 187,228 | $19.5M | Add +19.3% |
| ETN Eaton Corp. PLC | 1.53% | 54,507 | $19.5M | Add +0.7% |
| ADBE Adobe Inc. | 1.44% | 47,333 | $18.3M | Reduce -3.1% |
| JNJ Johnson & Johnson | 1.37% | 114,607 | $17.5M | Reduce -2.0% |
| UBER Uber Technologies Inc. | 1.37% | 186,407 | $17.4M | Add +0.3% |
| MDLZ Mondelez International Inc. Class A | 1.32% | 250,163 | $16.9M | Reduce -0.3% |
| UNH Unitedhealth Group Inc. | 1.32% | 53,768 | $16.8M | Reduce -49.3% |
| AAPL Apple Inc. | 1.23% | 76,548 | $15.7M | Reduce -48.4% |
| HD Home Depot Inc. | 1.20% | 41,783 | $15.3M | Reduce -1.1% |
| MCD McDonald's Corp. | 1.18% | 51,421 | $15.0M | Reduce -0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.17% | 119,913 | $14.9M | Add +0.2% |
| USB US Bancorp | 1.15% | 323,622 | $14.6M | Reduce -2.5% |
| PEP Pepsico Inc. | 1.11% | 107,334 | $14.2M | Reduce -1.8% |
| CVX Chevron Corp. | 1.09% | 97,050 | $13.9M | Reduce -1.0% |
| ITW Illinois Tool Works | 1.08% | 55,831 | $13.8M | Reduce -1.1% |
| NFLX Netflix Inc. | 1.01% | 9,616 | $12.9M | Reduce -15.0% |
| INTU Intuit Inc. | 0.95% | 15,304 | $12.1M | No change |
| PAYX Paychex Inc. | 0.92% | 80,422 | $11.7M | Add +16.4% |
| CDNS Cadence Design SYS Inc. | 0.88% | 36,512 | $11.3M | Add +74.1% |
| GOOG Alphabet Inc. Class C | 0.88% | 63,268 | $11.2M | Reduce -1.7% |
| MSCI MSCI Inc. | 0.79% | 17,477 | $10.1M | Add +0.3% |
| SNPS Synopsys Inc. | 0.76% | 18,981 | $9.7M | Reduce -39.7% |
| ABNB Airbnb Inc. Class A | 0.51% | 49,210 | $6.5M | Reduce -44.4% |
| ISRG Intuitive Surgical Inc. | 0.49% | 11,600 | $6.3M | No change |
| WDAY Workday Inc. Class A | 0.49% | 26,100 | $6.3M | Add +49.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.04% | 875 | $483K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.03% | 892 | $362K | Reduce -8.1% |
| SYK Stryker Corp. | 0.03% | 880 | $348K | No change |
| ICE Intercontinental Exchange Inc. | 0.02% | 1,700 | $312K | No change |
| MRK Merck & Co. Inc. | 0.02% | 3,682 | $291K | Reduce -10.3% |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 3,841 | $268K | No change |
| TXN Texas Instruments Inc. | 0.02% | 1,271 | $264K | No change |
| XLV SS Health Care Select Sector | 0.02% | 1,880 | $253K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 890 | $249K | No change |
| SCHW Schwab (charles) Corp. | 0.02% | 2,642 | $241K | New |
| PRF Invesco Rafi US 1000 ETF | 0.02% | 5,500 | $232K | No change |
| ADSK Autodesk Inc. | 0.02% | 698 | $216K | Reduce -17.0% |
| PAAS Pan American Silver Corp. | 0.02% | 7,381 | $210K | New |
| AEM Agnico Eagle Mines Ltd. | 0.02% | 1,729 | $206K | New |
Portfolio Sells Q1 2025 → Q2 2025
| UNH Unitedhealth Group Inc. | Reduce -49.3% | 1.32% | −3.26 |
| AAPL Apple Inc. | Reduce -48.4% | 1.23% | −1.48 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.77 |
| ABNB Airbnb Inc. Class A | Reduce -44.4% | 0.51% | −0.36 |
| SNPS Synopsys Inc. | Reduce -39.7% | 0.76% | −0.35 |
| ABBV Abbvie Inc. | Reduce -1.1% | 1.74% | −0.35 |
| LOW Lowe's Cos Inc. | Reduce -0.4% | 2.74% | −0.30 |
| AMGN Amgen Inc. | Reduce -1.3% | 1.56% | −0.29 |
| CVX Chevron Corp. | Reduce -1.0% | 1.09% | −0.26 |
| PEP Pepsico Inc. | Reduce -1.8% | 1.11% | −0.24 |
| JNJ Johnson & Johnson | Reduce -2.0% | 1.37% | −0.22 |
| ADP Automatic Data Processing | Reduce -0.3% | 4.81% | −0.21 |
| ACN Accenture PLC Class A | Reduce -1.8% | 1.73% | −0.20 |
| MCD McDonald's Corp. | Reduce -0.9% | 1.18% | −0.16 |
| ABT Abbott Laboratories | Reduce -0.3% | 4.54% | −0.12 |
| ADBE Adobe Inc. | Reduce -3.1% | 1.44% | −0.11 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.3% | 1.32% | −0.08 |
| HD Home Depot Inc. | Reduce -1.1% | 1.20% | −0.07 |
| ITW Illinois Tool Works | Reduce -1.1% | 1.08% | −0.07 |
| QCOM Qualcomm Inc. | Reduce -1.4% | 2.30% | −0.06 |
| WSM Williams-Sonoma Inc. | Reduce -1.5% | 1.70% | −0.05 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.04 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -8.1% | 0.03% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -10.3% | 0.02% | −0.01 |
| USB US Bancorp | Reduce -2.5% | 1.15% | −0.01 |
| ADSK Autodesk Inc. | Reduce -17.0% | 0.02% | −0.00 |
| FAST Fastenal Co. | Reduce -1.5% | 1.67% | +0.03 |
| GOOG Alphabet Inc. Class C | Reduce -1.7% | 0.88% | +0.05 |
| BLK BlackRock Finance Inc. | Reduce -1.6% | 1.79% | +0.07 |
| GOOGL Alphabet Inc. Class A | Reduce -3.3% | 2.64% | +0.13 |
| NFLX Netflix Inc. | Reduce -15.0% | 1.01% | +0.14 |
| PM Philip Morris International | Reduce -1.6% | 2.30% | +0.16 |
| PH Parker Hannifin Corp. | Reduce -0.6% | 3.31% | +0.27 |
| JPM JPMorgan Chase & Co. | Reduce -1.3% | 2.69% | +0.27 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -2.1% | 2.10% | +0.45 |
| NVDA Nvidia Corp. | Reduce -3.2% | 4.63% | +1.18 |
| MSFT Microsoft Corp. | Reduce -0.2% | 6.24% | +1.29 |
Portfolio Buys Q1 2025 → Q2 2025
| AVGO Broadcom Inc. | Add +51.7% | 2.50% | +1.45 |
| APH Amphenol Corp. Class A | Add +0.8% | 1.96% | +0.60 |
| META Meta Platforms Inc. Class A | Add +0.3% | 2.73% | +0.50 |
| AMZN Amazon.com Inc. | Add +0.4% | 4.99% | +0.47 |
| CDNS Cadence Design SYS Inc. | Add +74.1% | 0.88% | +0.44 |
| ZTS Zoetis Inc. | Add +28.7% | 2.71% | +0.38 |
| ETN Eaton Corp. PLC | Add +0.7% | 1.53% | +0.32 |
| CNI Canadian Natl Railway Co. | Add +19.3% | 1.53% | +0.27 |
| UBER Uber Technologies Inc. | Add +0.3% | 1.37% | +0.25 |
| DIS The Walt Disney Co. | Add +0.2% | 1.17% | +0.19 |
| WDAY Workday Inc. Class A | Add +49.1% | 0.49% | +0.15 |
| BX Blackstone Inc. | Add +0.2% | 1.93% | +0.04 |
| PAYX Paychex Inc. | Add +16.4% | 0.92% | +0.04 |
| SCHW Schwab (charles) Corp. | New | 0.02% | +0.02 |
| PAAS Pan American Silver Corp. | New | 0.02% | +0.02 |
| AEM Agnico Eagle Mines Ltd. | New | 0.02% | +0.02 |
| MSCI MSCI Inc. | Add +0.3% | 0.79% | −0.02 |
| MA Mastercard Inc. Class A | Add +0.7% | 3.03% | −0.05 |
| V Visa Inc. Class A | Add +0.1% | 2.84% | −0.10 |
| LLY Eli Lilly & Co. | Add +5.1% | 1.74% | −0.10 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 73 | $1.4B | APH, NVDA, AMZN, MSFT, GOOGL |
| Q1 2026 | 70 | $1.2B | NVDA, MSFT, AMZN, PH, GOOGL |
| Q4 2025 | 74 | $1.4B | MSFT, AMZN, NVDA, GOOGL, ABT |
| Q3 2025 | 69 | $1.3B | MSFT, NVDA, AMZN, ABT, ADP |
| Q2 2025 | 65 | $1.3B | MSFT, AMZN, ADP, NVDA, ABT |
| Q1 2025 | 65 | $1.2B | ADP, MSFT, ABT, UNH, AMZN |
| Q4 2024 | 66 | $1.3B | MSFT, AMZN, ADP, UNH, NVDA |
| Q3 2024 | 69 | $1.3B | MSFT, UNH, ADP, AMZN, ABT |
| Q2 2024 | 66 | $1.2B | MSFT, AMZN, UNH, NVDA, ADP |
| Q1 2024 | 64 | $1.2B | MSFT, AMZN, NVDA, ADP, UNH |